Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Axis Wealth Partners, LLC (CIK 2052531) reported $188.1M across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($6.7M, 3.57%), VYMI ($6.7M, 3.56%), VOO ($6.4M, 3.39%), DGRW ($6.3M, 3.37%), SCHD ($4.5M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $6.7M | 3.57% | 147,075 | Added |
| 2 | VYMI | VANGUARD WHITEHALL FDS | $6.7M | 3.56% | 71,112 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $6.4M | 3.39% | 10,659 | Added |
| 4 | DGRW | WISDOMTREE TR | $6.3M | 3.37% | 72,162 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 2.38% | 145,979 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $4.0M | 2.13% | 9,186 | Added |
| 7 | AAPL | APPLE INC | $3.9M | 2.07% | 15,356 | Added |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $3.8M | 2.01% | 77,890 | Added |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $3.7M | 1.98% | 67,510 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.7M | 1.97% | 95,156 | Added |
| 11 | SLDE | SLIDE INS HLDGS INC | $3.7M | 1.95% | 203,502 | Added |
| 12 | UITB | VICTORY PORTFOLIOS II | $3.6M | 1.93% | 77,381 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.84% | 16,090 | Trimmed |
| 14 | SPYV | SPDR SERIES TRUST | $3.1M | 1.65% | 54,992 | Added |
| 15 | VFLO | VICTORY PORTFOLIOS II | $3.0M | 1.57% | 74,952 | Added |
| 16 | DEM | WISDOMTREE TR | $2.9M | 1.53% | 58,025 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.51% | 4,375 | Trimmed |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | $2.6M | 1.39% | 27,792 | Added |
| 19 | IJJ | ISHARES TR | $2.5M | 1.34% | 19,036 | Trimmed |
| 20 | AGG | ISHARES TR | $2.3M | 1.22% | 23,168 | Added |
| 21 | IVW | ISHARES TR | $2.3M | 1.21% | 20,113 | Trimmed |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $2.3M | 1.20% | 58,307 | Added |
| 23 | VYM | VANGUARD WHITEHALL FDS | $2.2M | 1.19% | 15,054 | Added |
| 24 | IVE | ISHARES TR | $2.2M | 1.18% | 10,490 | Trimmed |
| 25 | IJH | ISHARES TR | $2.1M | 1.14% | 31,717 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31